President · Catoctin Ridge Wealth Partner
Eric A Vinores
CRD 5652235 · Named on Form ADV at one SEC-registered adviser
At a glance
Catoctin Ridge Wealth Partner, an SEC-registered wealth manager based in Thurmont, MD with $199 million in regulatory assets, lists Eric A Vinores on its Form ADV as President, a control person.
Firms and roles
- Catoctin Ridge Wealth PartnerPresidentWealth manager · Thurmont, MD · $199M in regulatory assets
AtlasMembers
Eric’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Charles WilsonChief Compliance Officer, Catoctin Ridge Wealth Partner
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.